InvestInfoAI
← Tracker

Institutional

CENTAURUS FINANCIAL, INC.

CIK 0000891943
$2.1M
Reported AUM
1,055
Positions
Q1 2026
Period
2026-05-18
Filed

The Brief · CENTAURUS FINANCIAL, INC. · Q1 2026

AI · grounded in 13F

CENTAURUS FINANCIAL, INC. established a new position in ISHARES TR with a $12,289 investment. The fund also opened new positions in IJS for $12,060 and PVAL for $10,226. On the sell side, the fund trimmed its holdings in PKST by 99.2% and ADSK by 89.6%.

Portfolio · Q1 2026

NVDA$58,182AAPL$54,030EGGQ$52,836EGGY$48,106AMZN$42,114SPY$36,764EGGS$36,231AVGO$29,801QUAL$29,004QQQ$28,893Other$1.5MCI

Top holdings· first 500 of 1055

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$58K2.77%+4,927+1.5%
2AAPLAPPLE INC$54K2.57%+11,245+5.6%
3EGGQTIDAL TRUST III$53K2.51%+40,235+3.3%
4EGGYTIDAL TRUST III$48K2.29%+115,741+7.9%
5AMZNAMAZON COM INC$42K2.00%+6,304+3.2%
6SPYSTATE STR SPDR S&P 500 ETF T$37K1.75%-6,907-10.9%
7EGGSTIDAL TRUST III$36K1.72%+77,294+8.0%
8AVGOBROADCOM INC$30K1.42%+1,360+1.4%
9QUALISHARES TR$29K1.38%+3,523+2.4%
10QQQINVESCO QQQ TR$29K1.37%-1,990-3.8%
11MSFTMICROSOFT CORP$27K1.29%+2,604+3.7%
12BILSPDR SERIES TRUST$26K1.21%-70,149-20.1%
13TSLATESLA INC$24K1.16%+6,271+10.6%
14FBNDFIDELITY MERRIMACK STR TR$24K1.15%+92,219+21.1%
15GOOGALPHABET INC$21K1.00%-7,169-8.9%
16METAMETA PLATFORMS INC$20K0.96%-1,502-4.1%
17XLKSELECT SECTOR SPDR TR$19K0.92%+6,019+4.3%
18ACWIISHARES TR$19K0.91%+6,773+5.1%
19SPYGSPDR SERIES TRUST$19K0.90%+19,303+11.1%
20GOOGLALPHABET INC$18K0.87%-1,412-2.2%
21RECSCOLUMBIA ETF TR I$18K0.87%+67,189+16.7%
22TLTISHARES TR$17K0.83%+2,091+1.1%
23NBISNEBIUS GROUP N.V.$17K0.81%-38,455-18.9%
24IJHISHARES TR$17K0.81%+19,582+8.5%
25IWMISHARES TR$17K0.78%+43,502+188.3%
26BALTINNOVATOR ETFS TRUST$16K0.77%-25,483-5.0%
27JPMJPMORGAN CHASE & CO$15K0.69%+943+1.9%
28NVDYTIDAL TRUST II$14K0.65%-2,839-0.3%
29GLDSPDR GOLD TR$13K0.64%-10,708-25.5%
30NFLXNETFLIX INC.$13K0.64%+19,684+16.4%
31JPSTJ P MORGAN EXCHANGE TRADED F$13K0.64%+6,736+2.6%
32WMTWALMART INC$13K0.60%-6,774-6.2%
33JAAAJANUS DETROIT STR TR$12K0.59%+53,934+28.1%
34IJKISHARES TR$12K0.58%+122,134NEW
35SGOVISHARES TR$12K0.58%+11,801+10.7%
36IJSISHARES TR$12K0.57%+101,813NEW
37VOOVANGUARD INDEX FDS$12K0.57%+851+4.4%
38XLGINVESCO EXCHANGE TRADED FD T$12K0.56%+12,715+6.3%
39ALRMALARM COM HLDGS INC$12K0.56%+2,782+1.0%
40MTUMISHARES TR$12K0.55%+8,400+20.9%
41ZALTINNOVATOR ETFS TRUST$11K0.53%+6,419+1.9%
42AVUVAMERICAN CENTY ETF TR$11K0.53%+2,197+2.2%
43MAMASTERCARD INCORPORATED$10K0.50%-502-2.3%
44LLYELI LILLY & CO$10K0.49%-127-1.1%
45IDMOINVESCO EXCH TRADED FD TR II$10K0.49%+60,344+47.8%
46PVALPUTNAM ETF TRUST$10K0.49%+220,389NEW
47MGKVANGUARD WORLD FD$9K0.44%+60+0.2%
48XLISELECT SECTOR SPDR TR$9K0.43%-1,638-2.8%
49AMDADVANCED MICRO DEVICES INC$9K0.42%-52-0.1%
50FNDFLOOR & DECOR HLDGS INC$9K0.41%+3,244+1.9%
51SPYMSPDR SERIES TRUST$9K0.41%-46,577-29.2%
52XLUSELECT SECTOR SPDR TR$9K0.40%-19,116-9.4%
53COWZPACER FDS TR$8K0.40%+2,741+2.1%
54OCTWAIM ETF PRODUCTS TRUST$8K0.40%-1,721-0.8%
55EDIVSPDR INDEX SHS FDS$8K0.39%+11,898+6.1%
56BRK/BBERKSHIRE HATHAWAY INC DEL$8K0.38%-3,204-16.0%
57PLTRPALANTIR TECHNOLOGIES INC$8K0.38%-1,211-2.2%
58XLCSELECT SECTOR SPDR TR$8K0.38%+4,337+6.4%
59ORCLORACLE CORP$8K0.38%-11,483-17.4%
60EFAISHARES TR$8K0.38%+29,083+54.7%
61VUGVANGUARD INDEX FDS$8K0.37%+682+3.9%
62APPAPPLOVIN CORP$8K0.37%-615-3.0%
63GFLGFL ENVIRONMENTAL INC$8K0.36%-143-0.1%
64JEPIJ P MORGAN EXCHANGE TRADED F$8K0.36%-699-0.5%
65JULWAIM ETF PRODUCTS TRUST$7K0.35%-11,782-5.9%
66XLVSELECT SECTOR SPDR TR$7K0.35%+152+0.3%
67IUSVISHARES TR$7K0.35%-95,174-57.2%
68XOMEXXON MOBIL CORP$7K0.34%-4,044-8.7%
69TSMTAIWAN SEMICONDUCTOR MANUFAC$7K0.34%-1,210-5.4%
70QQQMINVESCO EXCH TRADED FD TR II$7K0.34%+4,253+16.5%
71QBSFAIM ETF PRODUCTS TRUST$7K0.32%+90,195+53.2%
72CGGRCAPITAL GROUP GROWTH ETF$7K0.32%+1,978+1.2%
73COSTCOSTCO WHOLESALE CORPORATION$7K0.31%-90-1.3%
74VPLVANGUARD INTL EQUITY INDEX F$7K0.31%+66,789NEW
75UBERUBER TECHNOLOGIES INC$7K0.31%-6,581-6.8%
76MUMICRON TECHNOLOGY INC$6K0.30%-9,876-34.3%
77BUFRFIRST TR EXCHNG TRADED FD VI$6K0.30%-103,488-35.6%
78IQLTISHARES TR$6K0.29%+6,960+5.7%
79PATKPATRICK INDS INC$6K0.28%-1,074-2.0%
80AFIFTWO RDS SHARED TR$6K0.28%+622,802NEW
81CGUSCAPITAL GROUP CORE EQUITY ET$6K0.27%+5,052+3.5%
82SLVISHARES SILVER TR$6K0.27%-7,781-8.5%
83MGVVANGUARD WORLD FD$6K0.27%+1,182+3.2%
84JEPQJ P MORGAN EXCHANGE TRADED F$6K0.27%-2,881-2.8%
85IOOISHARES TR$5K0.26%-2,347-4.9%
86PYLDPIMCO ETF TR$5K0.26%+207,305NEW
87APGAPI GROUP CORP$5K0.25%-6,651-4.8%
88SCHGSCHWAB STRATEGIC TR$5K0.25%+11,586+6.8%
89EVTRMORGAN STANLEY ETF TRUST$5K0.25%+1,751+1.7%
90TCAFT ROWE PRICE ETF INC$5K0.25%+2,720+1.9%
91WCNWASTE CONNECTIONS INC$5K0.25%+918+3.0%
92OUNZVANECK MERK GOLD ETF$5K0.25%+9,688+9.2%
93SMHVANECK ETF TRUST$5K0.24%-1,207-8.3%
94TYLTYLER TECHNOLOGIES INC$5K0.24%+316+2.2%
95DHRDANAHER CORP DEL$5K0.24%+1,019+4.0%
96BABOEING CO$5K0.24%+4,878+24.2%
97PFFISHARES TR$5K0.24%+7,711+4.9%
98TDVGT ROWE PRICE ETF INC$5K0.23%+109,448NEW
99SCHDSCHWAB STRATEGIC TR$5K0.23%+31,917+25.2%
100CGDGCAPITAL GROUP DIVIDEND GROWE$5K0.23%+2,785+2.1%
101TMSLT ROWE PRICE ETF INC$5K0.22%-735-0.6%
102CGDVCAPITAL GROUP DIVIDEND VALUE$5K0.22%+5,344+5.1%
103NVTNVENT ELEC PLC$5K0.22%+39,549NEW
104SMASMARTSTOP SELF STORAG REIT I$5K0.22%-15,193-9.1%
105STWDSTARWOOD PPTY TR INC$5K0.22%+12,356+4.9%
106XARSPDR SERIES TRUST$5K0.21%+7,082+66.5%
107MOATVANECK ETF TRUST$4K0.21%+4,091+9.7%
108CEGCONSTELLATION ENERGY CORP$4K0.21%+1,674+11.6%
109WMT2WELLS FARGO & CO$4K0.21%+759+1.4%
110QBUFINNOVATOR ETFS TRUST$4K0.20%+18,253+14.4%
111DCREDOUBLELINE ETF TRUST$4K0.20%+7,976+11.0%
112ASMLASML HLDG NV$4K0.20%-70-2.2%
113CGBLCAPITAL GROUP CORE BALANCED$4K0.20%+14,350+13.5%
114IHIISHARES TR$4K0.20%-139-0.2%
115ZJULINNOVATOR ETFS TRUST$4K0.19%-5,476-3.8%
116IVWISHARES TR$4K0.19%-41,330-53.6%
117VDEVANGUARD WORLD FD$4K0.19%-12,123-34.4%
118TMOTHERMO FISHER SCIENTIFIC INC$4K0.19%-40-0.5%
119MKLMARKEL GROUP INC$4K0.19%-48-2.3%
120VGTVANGUARD WORLD FD$4K0.19%-57-1.0%
121RBUFINNOVATOR ETFS TRUST$4K0.18%+12,458+10.5%
122APRWAIM ETF PRODUCTS TRUST$4K0.18%-37,600-25.9%
123WSOWATSCO INC$4K0.18%+939+10.0%
124IJRISHARES TR$4K0.18%+484+1.6%
125MCKMCKESSON CORP$4K0.18%-1,102-20.4%
126NSANATIONAL STORAGE AFFILIATES$4K0.18%-8,137-7.6%
127GEGE AEROSPACE$4K0.17%+825+6.9%
128SOSOUTHERN CO$4K0.17%+1,111+3.1%
129VVISA INC$3K0.16%-1,957-14.6%
130NLRVANECK ETF TRUST$3K0.16%+22,950+824.6%
131BPREBLUEROCK PVT REAL ESTATE FD$3K0.16%-24,461-10.8%
132SJNKSPDR SERIES TRUST$3K0.16%-166-0.1%
133MSMORGAN STANLEY$3K0.16%+2,480+14.1%
134ASCEALLSPRING EXCHANGE TRADED FU$3K0.16%+117,445NEW
135VIGVANGUARD SPECIALIZED FUNDS$3K0.16%+722+5.0%
136BXBLACKSTONE INC$3K0.15%+861+3.1%
137IVVISHARES TR$3K0.15%+92+1.9%
138UNHUNITEDHEALTH GROUP INC$3K0.15%-323-2.6%
139MDYSTATE STR SPDR S&P MIDCAP 40$3K0.15%-397-7.2%
140XDTEROUNDHILL ETF TRUST$3K0.15%+2,500+3.0%
141DSGXDESCARTES SYS GROUP INC$3K0.15%-1,576-3.5%
142XLFSELECT SECTOR SPDR TR$3K0.15%-67,616-51.8%
143WELLWELLTOWER INC$3K0.15%+778+5.2%
144GEVGE VERNOVA INC$3K0.14%-122-3.4%
145DISDISNEY WALT CO$3K0.14%+1,418+4.7%
146DELLDELL TECHNOLOGIES INC$3K0.14%+8,100+79.1%
147UPSUNITED PARCEL SVCS INC$3K0.14%+3,569+13.4%
148BUFPPGIM ROCK ETF TR$3K0.14%+28,986+41.3%
149VEAVANGUARD TAX-MANAGED FDS$3K0.14%+8,393+22.4%
150ABBVABBVIE INC$3K0.14%-24-0.2%
151JANWAIM ETF PRODUCTS TRUST$3K0.14%+23,175+40.6%
152BNDVANGUARD BD INDEX FDS$3K0.14%+2,210+5.9%
153CRWDCROWDSTRIKE HLDGS INC$3K0.14%+1,229+20.1%
154VTVVANGUARD INDEX FDS$3K0.14%+1,138+8.5%
155CLIPGLOBAL X FDS$3K0.13%+9,791+53.1%
156CPSMCALAMOS ETF TR$3K0.13%-6,541-6.3%
157SPGIS&P GLOBAL INC$3K0.13%+276+4.4%
158BACBANK AMERICA CORP$3K0.13%-1,228-2.2%
159RSPINVESCO EXCHANGE TRADED FD T$3K0.13%+1,193+9.5%
160POCTINNOVATOR ETFS TRUST$3K0.12%-417-0.7%
161POOLPOOL CORP$3K0.12%-746-5.4%
162MSIFMSC INCOME FUND INC$3K0.12%+91,383+74.0%
163CVXCHEVRON CORPORATION$3K0.12%+129+1.0%
164IEMGISHARES INC$3K0.12%+706+1.9%
165BUFDFIRST TR EXCHNG TRADED FD VI$3K0.12%-11,000-10.6%
166IVEISHARES TR$3K0.12%-4,005-24.8%
167XPAYROUNDHILL ETF TRUST$3K0.12%+52,302NEW
168GSGOLDMAN SACHS GROUP INC$3K0.12%-68-2.2%
169SCHWSCHWAB CHARLES CORP$3K0.12%-71-0.3%
170CPROCALAMOS ETF TR$2K0.12%HELD
171CPRTCOPART INC$2K0.11%+2,192+3.1%
172XHBSPDR SERIES TRUST$2K0.11%+416+1.7%
173PECOPHILLIPS EDISON & CO INC$2K0.11%-46,288-42.2%
174DYNFBLACKROCK ETF TRUST$2K0.11%+439+1.1%
175HDHOME DEPOT INC$2K0.11%-87-1.2%
176FMDEFIDELITY COVINGTON TRUST$2K0.11%-14,326-18.1%
177CRMSALESFORCE INC$2K0.11%-3,578-22.4%
178PQAPPGIM ROCK ETF TR$2K0.11%-10,585-11.8%
179PJANINNOVATOR ETFS TRUST$2K0.11%+12,454+33.2%
180CATCATERPILLAR INC$2K0.11%+171+5.7%
181RTXRTX CORPORATION$2K0.11%-223-1.9%
182IBITISHARES BITCOIN TRUST ETF$2K0.11%-38,056-39.8%
183AXONAXON ENTERPRISE INC$2K0.10%-236-4.3%
184IYWISHARES TR$2K0.10%-1,702-12.3%
185UTGREAVES UTIL INCOME FD$2K0.10%-835-1.5%
186PBJAPGIM ROCK ETF TR$2K0.10%+24,736+52.9%
187RBCRBC BEARINGS INC$2K0.10%+145+3.8%
188AAPRINNOVATOR ETFS TRUST$2K0.10%-6,570-8.1%
189ADBEADOBE INC$2K0.10%+611+7.4%
190VTIVANGUARD INDEX FDS$2K0.10%+207+3.2%
191CPSLCALAMOS ETF TR$2K0.10%+10,361+15.6%
192INTCINTEL CORP$2K0.10%-50,489-51.6%
193VYMVANGUARD WHITEHALL FDS$2K0.10%+963+7.3%
194LRCXLAM RESEARCH CORP$2K0.10%-527-5.1%
195PANWPALO ALTO NETWORKS INC$2K0.10%-3,890-23.2%
196PJULINNOVATOR ETFS TRUST$2K0.10%-598-1.3%
197DONWISDOMTREE TR$2K0.10%-34-0.1%
198PBJLPGIM ROCK ETF TR$2K0.10%-1,046-1.5%
199GRNYTIDAL TRUST I$2K0.10%+4,962+6.1%
200PFLPIMCO INCOME STRATEGY FD$2K0.10%+740+0.3%
201JNJJOHNSON & JOHNSON$2K0.10%-177-2.1%
202EWZISHARES INC$2K0.10%+52,167NEW
203LMTLOCKHEED MARTIN CORP$2K0.10%-224-6.3%
204HYMCHYCROFT MINING HOLDING CORP$2K0.10%+50,058+734.1%
205RDTEROUNDHILL ETF TRUST$2K0.10%+21+0.0%
206AFLAFLAC INC$2K0.09%+58+0.3%
207TSPAT ROWE PRICE ETF INC$2K0.09%+2,735+6.0%
208AMATAPPLIED MATLS INC$2K0.09%+802+16.0%
209KOCOCA COLA CO$2K0.09%-417-1.6%
210CPRJCALAMOS ETF TR$2K0.09%-1,001-1.4%
211GBILGOLDMAN SACHS ETF TR$2K0.09%-1,510-7.3%
212PMPHILIP MORRIS INTL INC$2K0.09%+96+0.8%
213VNQVANGUARD INDEX FDS$2K0.09%+13,473+170.9%
214ZOCTINNOVATOR ETFS TRUST$2K0.09%-823-1.1%
215XLESELECT SECTOR SPDR TR$2K0.09%-2,429-7.3%
216MRVLMARVELL TECHNOLOGY INC$2K0.09%-1,819-8.7%
217FIXDFIRST TR EXCHNG TRADED FD VI$2K0.09%-90,393-68.1%
218VSTVISTRA CORP$2K0.09%+2,743+28.9%
219PBAPPGIM ROCK ETF TR$2K0.09%-26,048-29.5%
220SHVISHARES TR$2K0.09%+3,004+22.5%
221TDGTRANSDIGM GROUP INC$2K0.09%+24+1.6%
222NIONIO INC$2K0.09%+297,371NEW
223VWOVANGUARD INTL EQUITY INDEX F$2K0.08%+3,350+11.3%
224VRTVERTIV HOLDINGS CO$2K0.08%+1,669+30.6%
225USOUNITED STS OIL FD LP$2K0.08%+11,015+367.2%
226VHTVANGUARD WORLD FD$2K0.08%+3,179+95.0%
227SPYINEOS ETF TRUST$2K0.08%+35,735NEW
228EFGISHARES TR$2K0.08%-708-4.3%
229PYPLPAYPAL HLDGS INC$2K0.08%-27,205-41.6%
230FAIFIRST TR EXCHANGE-TRADED FD$2K0.08%+333+0.7%
231TWLOTWILIO INC$2K0.08%HELD
232SBUXSTARBUCKS CORP$2K0.08%-4,052-17.6%
233BNEDBARNES & NOBLE ED INC$2K0.08%-24,825-11.4%
234OCSLOAKTREE SPECIALTY LENDING$2K0.08%+15,941+11.9%
235IVOGVANGUARD ADMIRAL FDS INC$2K0.08%+3,382+34.2%
236NEENEXTERA ENERGY INC$2K0.08%+70+0.4%
237DDFMINNOVATOR ETFS TRUST$2K0.08%+86,674NEW
238VBILVANGUARD INSTL INDEX FD$2K0.08%+2,108+10.9%
239APOCINNOVATOR ETFS TRUST$2K0.08%+286+0.5%
240DIASTATE STR SPDR DOW JONES IND$2K0.08%-2,522-42.0%
241CRWVCOREWEAVE INC$2K0.08%+4,423+27.2%
242EFVISHARES TR$2K0.08%+384+1.8%
243VCITVANGUARD SCOTTSDALE FDS$2K0.08%+7,249+60.3%
244NRDSNERDWALLET INC$2K0.08%-13,486-8.1%
245HTGCHERCULES CAPITAL INC$2K0.08%+1,098+1.0%
246FLRTPACER FDS TR$2K0.08%+346+1.0%
247RDVYFIRST TR EXCHANGE TRADED FD$2K0.08%+15,098+187.8%
248VTEBVANGUARD MUN BD FDS$2K0.07%+31,554NEW
249CAOSEA SERIES TRUST$2K0.07%+454+2.7%
250USMVISHARES TR$2K0.07%+1,318+8.5%
251HYDVANECK ETF TRUST$2K0.07%+31,182NEW
252IQDYFLEXSHARES TR$2K0.07%HELD
253CBCHUBB LTD SWITZ$2K0.07%-56-1.2%
254VZVERIZON COMMUNICATIONS INC$2K0.07%-1,545-4.9%
255VLOVALERO ENERGY CORP$1K0.07%+3,618+147.7%
256HALOHALOZYME THERAPEUTICS INC$1K0.07%+694+3.1%
257HOODROBINHOOD MKTS INC$1K0.07%-2,984-12.1%
258ZSEPINNOVATOR ETFS TRUST$1K0.07%HELD
259PGPROCTER & GAMBLE CO$1K0.07%-923-8.3%
260ROKROCKWELL AUTOMATION INC$1K0.07%-45-1.1%
261IESCIES HOLDINGS INC$1K0.07%-46-1.5%
262MRKMERCK & CO INC$1K0.07%-19,825-62.5%
263VOOVVANGUARD ADMIRAL FDS INC$1K0.07%+285+4.3%
264HACKAMPLIFY ETF TR$1K0.07%+599+3.3%
265NVONOVO-NORDISK A S$1K0.07%-1,503-3.8%
266VOOGVANGUARD ADMIRAL FDS INC$1K0.07%+59+1.7%
267ARMARM HOLDINGS PLC$1K0.07%-780-7.8%
268SCHASCHWAB STRATEGIC TR$1K0.07%-307-0.6%
269AIRRFIRST TR EXCHANGE TRADED FD$1K0.07%+5,103+67.8%
270VAWVANGUARD WORLD FD$1K0.07%-1,039-14.5%
271FDLFIRST TR EXCHANGE-TRADED FD$1K0.07%+14,596+116.0%
272DFASDIMENSIONAL ETF TRUST$1K0.07%+410+2.2%
273SNOWSNOWFLAKE INC$1K0.07%-195-2.1%
274JAJLINNOVATOR ETFS TRUST$1K0.06%-31-0.1%
275SRESEMPRA$1K0.06%+276+2.0%
276PAVEGLOBAL X FDS$1K0.06%-4,489-14.4%
277ACNACCENTURE PLC IRELAND$1K0.06%+185+2.8%
278BABAALIBABA GROUP HLDG LTD$1K0.06%+5,688+115.8%
279ANETARISTA NETWORKS INC$1K0.06%+1,061+10.9%
280VGKVANGUARD INTL EQUITY INDEX F$1K0.06%+12,160+317.2%
281ZAUGINNOVATOR ETFS TRUST$1K0.06%HELD
282FEXFIRST TR EXCHANGE-TRADED ALP$1K0.06%-22-0.2%
283PAPRINNOVATOR ETFS TRUST$1K0.06%-7,892-19.6%
284DOCUDOCUSIGN INC$1K0.06%+1,992+7.9%
285EWJISHARES INC$1K0.06%+15,272NEW
286VPUVANGUARD WORLD FD$1K0.06%-737-10.3%
287VDCVANGUARD WORLD FD$1K0.06%-439-7.2%
288CSCOCISCO SYS INC$1K0.06%-1,748-9.6%
289DEDEERE & CO$1K0.06%+232+11.5%
290SPHYSPDR SERIES TRUST$1K0.06%+6,254+13.2%
291TAT&T INC$1K0.06%+538+1.3%
292FLSFLOWSERVE CORP$1K0.06%+5,195+44.8%
293VOXVANGUARD WORLD FD$1K0.06%-118-1.7%
294CSGPCOSTAR GROUP INC$1K0.06%-1,186-3.7%
295FLOTISHARES TR$1K0.06%-906-3.6%
296OREALTY INCOME CORP$1K0.06%+112+0.6%
297WDCWESTERN DIGITAL CORP$1K0.06%+2,108+88.2%
298VRTXVERTEX PHARMACEUTICALS INC$1K0.06%-215-7.3%
299TEVATEVA PHARMACEUTICAL INDS LTD$1K0.06%-4,105-9.3%
300AIQGLOBAL X FDS$1K0.06%+59+0.2%
301BUFBINNOVATOR ETFS TRUST$1K0.06%+2,008+6.4%
302DBMFLITMAN GREGORY FDS TR$1K0.06%+782+2.0%
303BMYBRISTOL-MYERS SQUIBB CO$1K0.06%+9,516+95.4%
304XMHQINVESCO EXCHANGE TRADED FD T$1K0.06%+124+1.1%
305VBKVANGUARD INDEX FDS$1K0.06%-2-0.1%
306NUENUCOR CORP$1K0.05%-152-2.2%
307SOFISOFI TECHNOLOGIES INC$1K0.05%+61,228+549.3%
308CBOECBOE GLOBAL MKTS INC$1K0.05%+42+1.0%
309VCRVANGUARD WORLD FD$1K0.05%+117+3.8%
310AMGNAMGEN INC$1K0.05%-79-2.4%
311QCOMQUALCOMM INC$1K0.05%-303-3.3%
312UALUNITED AIRLS HLDGS INC$1K0.05%-4,146-25.3%
313VFHVANGUARD WORLD FD$1K0.05%-3,874-29.4%
314MOALTRIA GROUP INC$1K0.05%-442-2.5%
315GDXVANECK ETF TRUST$1K0.05%-1,621-11.8%
316IWOISHARES TR$1K0.05%-460-11.5%
317FNOVFIRST TR EXCHNG TRADED FD VI$1K0.05%-573-2.8%
318VBVANGUARD INDEX FDS$1K0.05%+384+10.4%
319HEFAISHARES TR$1K0.05%-8,314-24.8%
320PFEPFIZER INC$1K0.05%-2,434-6.0%
321FSEPFIRST TR EXCHNG TRADED FD VI$1K0.05%HELD
322DDFOINNOVATOR ETFS TRUST$1K0.05%HELD
323ARMKARAMARK$1K0.05%+26,228NEW
324VIKVIKING HOLDINGS LTD$1K0.05%+14,426NEW
325FJANFIRST TR EXCHNG TRADED FD VI$1K0.05%+3,389+19.2%
326NOWSERVICENOW INC$1K0.05%+4,305+74.0%
327PPAINVESCO EXCHANGE TRADED FD T$1K0.05%+1,962+44.4%
328PDBCINVESCO ACTVELY MNGD ETC FD$1K0.05%-457-0.7%
329SNAPSNAP INC$1K0.05%+18,700+9.0%
330ACWVISHARES INC$1K0.05%HELD
331IEFAISHARES TR$1K0.05%-170-1.5%
332FFORD MTR CO$1K0.05%+633+0.7%
333LMBSFIRST TR EXCHANGE-TRADED FD$1K0.05%+13,973+211.5%
334TMUST-MOBILE US INC$1K0.05%+704+16.9%
335MINTPIMCO ETF TR$1K0.05%-1,631-13.9%
336JXNJACKSON FINANCIAL INC$1K0.05%-707-6.8%
337FDVVFIDELITY COVINGTON TRUST$1K0.05%-189-1.0%
338BOHBANK HAWAII CORP$1K0.05%+13,647NEW
339DFATDIMENSIONAL ETF TRUST$1K0.05%+1,780+12.4%
340DAPRFIRST TR EXCHNG TRADED FD VI$1K0.05%-9,992-28.2%
341JULTAIM ETF PRODUCTS TRUST$1K0.05%-71-0.3%
342PBQQPGIM ROCK ETF TR$1K0.05%+28,390+406.8%
343IQIINVESCO QUALITY MUN INCOME T$9980.05%+6,860+7.1%
344BTCGRAYSCALE BITCOIN MINI TR ET$9960.05%+4,427+15.4%
345AIPOTIDAL TRUST II$9950.05%+874+2.2%
346FPFFIRST TR INTER DURATN PFD &$9950.05%-449-0.8%
347LVHILEGG MASON ETF INVT$9900.05%+20,013+455.0%
348QUREQUANTA SVCS INC$9890.05%+131+7.8%
349IBMINTERNATIONAL BUSINESS MACHS$9880.05%+82+2.1%
350SKWDSKYWARD SPECIALTY INS GROUP$9860.05%+22,562NEW
351DGROISHARES TR$9750.05%+385+2.8%
352BILSSPDR SERIES TRUST$9740.05%-9,583-49.5%
353SLYVSPDR SERIES TRUST$9670.05%-28-0.3%
354FDNFIRST TR EXCHANGE-TRADED FD$9660.05%-1,881-19.8%
355VISVANGUARD WORLD FD$9650.05%-525-14.5%
356CCITIGROUP INC$9590.05%-3,752-30.7%
357BRBROADRIDGE FINL SOLUTIONS IN$9560.05%+42+0.7%
358CPSACALAMOS ETF TR$9530.05%HELD
359VXFVANGUARD INDEX FDS$9430.04%-88-1.9%
360DXCMDEXCOM INC$9430.04%+15,022NEW
361ALLYALLY FINL INC$9420.04%+24,009NEW
362KLACKLA CORP$9400.04%-65-9.2%
363RPGINVESCO EXCHANGE TRADED FD T$9380.04%HELD
364UCONFIRST TR EXCHNG TRADED FD VI$9330.04%+20,528+119.9%
365APRTAIM ETF PRODUCTS TRUST$9320.04%-1,839-7.7%
366DFEBFIRST TR EXCHNG TRADED FD VI$9300.04%+2,073+11.8%
367CAIECALAMOS ETF TR$9290.04%+36,963NEW
368GMGENERAL MTRS CO$9280.04%-1,442-10.4%
369NDAQNASDAQ INC$9190.04%-418-3.7%
370BKNGBOOKING HOLDINGS INC$9140.04%+24+12.4%
371RDVIFIRST TR EXCHANGE-TRADED FD$9130.04%+159+0.4%
372FSLRFIRST SOLAR INC$9100.04%+3,467+303.1%
373DTEDTE ENERGY CO$9070.04%HELD
374UNPUNION PAC CORP$9070.04%+1+0.0%
375AUPHAURINIA PHARMACEUTICALS INC$9040.04%+61,020NEW
376PBFRPGIM ROCK ETF TR$9020.04%+11,871+61.8%
377GILDGILEAD SCIENCES INC$8810.04%+1,024+19.3%
378BOXXEA SERIES TRUST$8780.04%-1,037-12.1%
379CIBRFIRST TR EXCHANGE-TRADED FD$8680.04%+589+4.4%
380GDGENERAL DYNAMICS CORP$8560.04%+10+0.4%
381NVSNOVARTIS AG$8540.04%-727-11.5%
382MEDPMEDPACE HLDGS INC$8490.04%-41-2.3%
383MSTRSTRATEGY INC$8490.04%-56-0.8%
384COPCONOCOPHILLIPS$8480.04%+36+0.6%
385AMLPALPS ETF TR$8460.04%-262-1.6%
386WMBWILLIAMS COS INC$8390.04%-157-1.3%
387ENBENBRIDGE INC$8390.04%+153+1.0%
388PHPARKER-HANNIFIN CORP$8350.04%-94-9.2%
389JULPPGIM ROCK ETF TR$8310.04%-82-0.3%
390FCXFREEPORT MCMORAN INC$8310.04%-3,745-20.9%
391CEFSPROTT ASSET MANAGEMENT LP$8270.04%+852+5.2%
392FJUNFIRST TR EXCHNG TRADED FD VI$8250.04%HELD
393ADSKAUTODESK INC$8250.04%-29,689-89.6%
394GAUGFIRST TR EXCHNG TRADED FD VI$8220.04%-1,417-6.3%
395EPSWISDOMTREE TR$8210.04%-184-1.5%
396ZDEKINNOVATOR ETFS TRUST$8160.04%-2,270-6.7%
397ADIANALOG DEVICES INC$8140.04%+61+2.4%
398LYFTLYFT INC$8120.04%+8,600+16.4%
399IGLDFIRST TR EXCHANGE-TRADED FD$8050.04%+1,932+6.5%
400SCHFSCHWAB STRATEGIC TR$8000.04%+1,577+5.1%
401DGRWWISDOMTREE TR$8000.04%-13-0.1%
402XEXGXEATON VANCE TAX-MANAGED GLOB$7940.04%-1,621-1.7%
403KNGFIRST TR EXCHANGE-TRADED FD$7890.04%+2,531+18.5%
404BKBANK NEW YORK MELLON CORP$7860.04%-12-0.2%
405VOEVANGUARD INDEX FDS$7770.04%+327+8.4%
406IALTBLACKROCK ETF TRUST$7760.04%+28,445NEW
407AALAMERICAN AIRLINES GROUP INC$7720.04%-75,794-51.3%
408NVBWAIM ETF PRODUCTS TRUST$7610.04%HELD
409JANTAIM ETF PRODUCTS TRUST$7560.04%+5,819+44.6%
410ISRGINTUITIVE SURGICAL INC$7500.04%-365-18.3%
411FMARFIRST TR EXCHNG TRADED FD VI$7490.04%+9,096+143.3%
412IWBISHARES TR$7460.04%-117-5.3%
413MAGSLISTED FDS TR$7450.04%-338-2.6%
414XLBSELECT SECTOR SPDR TR$7430.04%+4,135+38.5%
415LOWLOWES COS INC$7380.04%+33+1.1%
416APRPPGIM ROCK ETF TR$7370.04%-1,963-7.5%
417SILASILA REALTY TRUST INC$7310.03%-7,312-19.1%
418ITAISHARES TR$7290.03%+245+7.9%
419PEPPEPSICO INC$7270.03%-33-0.7%
420IRMIRON MTN INC DEL$7270.03%-100-1.4%
421MCDMCDONALDS CORP$7180.03%-259-10.1%
422BPBP PLC$7140.03%+163+1.1%
423PSEPINNOVATOR ETFS TRUST$7130.03%HELD
424WINGWINGSTOP INC$7110.03%-414-8.3%
425EDCONSOLIDATED EDISON INC$7100.03%+16+0.3%
426EMXCISHARES INC$7100.03%-682-7.0%
427IIPRINNOVATIVE INDL PPTYS INC$7080.03%+259+1.9%
428COPPSPROTT FDS TR$7070.03%+19,804NEW
429FIDUFIDELITY COVINGTON TRUST$7000.03%+704+9.5%
430PBOCPGIM ROCK ETF TR$6990.03%HELD
431FXRFIRST TR EXCHANGE-TRADED FD$6980.03%-743-8.0%
432STLASTELLANTIS N.V$6970.03%+98,308NEW
433QVALEA SERIES TRUST$6940.03%+708+5.6%
434ETNEATON CORP PLC$6880.03%+541+39.1%
435XYZBLOCK INC$6880.03%+1,559+15.8%
436MARWAIM ETF PRODUCTS TRUST$6870.03%-8,775-30.3%
437KRESPDR SERIES TRUST$6850.03%-5,151-32.9%
438SPMDSPDR SERIES TRUST$6810.03%+9,586+499.0%
439ESGGFLEXSHARES TR$6730.03%-1,550-31.5%
440FTECFIDELITY COVINGTON TRUST$6720.03%-448-12.2%
441WIPSPDR SERIES TRUST$6710.03%HELD
442EBAYEBAY INC.$6700.03%-1,536-17.3%
443SPYDSPDR SERIES TRUST$6680.03%+9,822+202.7%
444UOCTINNOVATOR ETFS TRUST$6600.03%-1,148-6.2%
445VFVAVANGUARD WELLINGTON FD$6580.03%-2,201-31.0%
446XBJAINNOVATOR ETFS TRUST$6570.03%+2,600+14.1%
447DVYISHARES TR$6570.03%+27+0.6%
448VBRVANGUARD INDEX FDS$6500.03%+31+1.0%
449RLRALPH LAUREN CORP$6480.03%HELD
450PULSPGIM ETF TR$6400.03%-8,198-38.8%
451FXNFIRST TR EXCHANGE-TRADED FD$6380.03%+1,159+4.3%
452SPBWAIM ETF PRODUCTS TRUST$6380.03%+4,589+24.3%
453IWRISHARES TR$6340.03%-83-1.3%
454JANPPGIM ROCK ETF TR$6300.03%+12,075+157.2%
455HPEHEWLETT PACKARD ENTERPRISE C$6300.03%-1,699-6.0%
456DUKDUKE ENERGY CORP NEW$6280.03%-89-1.8%
457SEPWAIM ETF PRODUCTS TRUST$6250.03%HELD
458FDECFIRST TR EXCHNG TRADED FD VI$6240.03%-5,661-31.1%
459JUNWAIM ETF PRODUCTS TRUST$6200.03%HELD
460XETYXEATON VANCE TAX-MANAGED DIVE$6200.03%+390+0.9%
461FNCLFIDELITY COVINGTON TRUST$6170.03%+343+4.1%
462SILJAMPLIFY ETF TR$6150.03%+20,680NEW
463DDFSINNOVATOR ETFS TRUST$6140.03%HELD
464FVDFIRST TR EXCHANGE-TRADED FD$6140.03%+926+7.6%
465ETJEATON VANCE RISK-MANAGED DIV$6120.03%+911+1.2%
466ABNBAIRBNB INC$6080.03%-3,116-39.3%
467CGMUCAPITAL GRP FIXED INCM ETF T$6080.03%+9,194+69.7%
468EYLDCAMBRIA ETF TR$6050.03%+2,566+21.3%
469XLPSELECT SECTOR SPDR TR$6040.03%-596-7.5%
470FJULFIRST TR EXCHNG TRADED FD VI$6040.03%HELD
471FXUFIRST TR EXCHANGE-TRADED FD$6040.03%-1,275-9.5%
472XSMOINVESCO EXCHANGE TRADED FD T$6020.03%+42+0.5%
473AZNASTRAZENECA PLC$6020.03%+3,052NEW
474TGTTARGET CORP$6010.03%-9,838-66.5%
475MDTMEDTRONIC PLC$6000.03%+151+2.2%
476CPRYCALAMOS ETF TR$5960.03%+2,504+12.9%
477DDFDINNOVATOR ETFS TRUST$5950.03%+15,689+99.6%
478IWFISHARES TR$5950.03%+30+2.2%
479GAPGAP INC$5940.03%-121-0.5%
480QLCFLEXSHARES TR$5910.03%+7,563NEW
481HUMHUMANA INC$5900.03%+1,900+126.7%
482LEOBNY MELLON STRATEGIC MUNS IN$5900.03%-1,146-1.2%
483SPYVSPDR SERIES TRUST$5880.03%+14+0.1%
484FCALFIRST TR EXCH TRADED FD III$5860.03%HELD
485QSPTFIRST TR EXCHNG TRADED FD VI$5850.03%HELD
486LECOLINCOLN ELEC HLDGS INC$5820.03%+2,338NEW
487TOTLSSGA ACTIVE ETF TR$5820.03%+12,067+466.3%
488VONGVANGUARD SCOTTSDALE FDS$5810.03%-606-10.3%
489SDYSPDR SERIES TRUST$5780.03%-6,491-62.1%
490GMARFIRST TR EXCHNG TRADED FD VI$5780.03%+1,514+12.3%
491SPSMSPDR SERIES TRUST$5750.03%-2,784-19.0%
492NUKZEXCHANGE TRADED CONCEPTS TRU$5740.03%+16+0.2%
493MSCIMSCI INC$5740.03%-19-1.8%
494FMAYFIRST TR EXCHNG TRADED FD VI$5720.03%-453-4.0%
495SNPSSYNOPSYS INC$5690.03%+36+2.6%
496XBOCINNOVATOR ETFS TRUST$5690.03%-197-1.1%
497MDBMONGODB INC$5680.03%+202+9.5%
498TERTERADYNE INC$5670.03%+1,366+249.3%
499BNDXVANGUARD CHARLOTTE FDS$5670.03%+344+3.0%
500TFLOISHARES TR$5640.03%-1,046-8.6%

Source: SEC EDGAR · accession 0000891943-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.